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iShares Short-Term National Muni Bond ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
PG
226
Patten Group
Tennessee
$3.8M -$273K -2,554 -7%
TRCT
227
Tower Research Capital (TRC)
New York
$3.79M +$3.62M +33,826 +1,895%
AIM
228
Alhambra Investment Management
Florida
$3.77M +$67.4K +630 +2%
RFP
229
Root Financial Partners
California
$3.76M +$598K +5,584 +19%
1CP
230
1015 Capital Partners
Pennsylvania
$3.72M +$20.3K +190 +0.5%
PFM
231
Phillips Financial Management
Indiana
$3.71M -$845K -7,899 -18%
WA
232
Wealth Architects
California
$3.67M +$80.1K +748 +2%
CST
233
Charles Schwab Trust
Nevada
$3.65M +$59.6K +557 +2%
DAS
234
Dynamic Advisor Solutions
Arizona
$3.63M +$193K +1,799 +6%
NGA
235
Naples Global Advisors
Florida
$3.59M +$382K +3,570 +12%
NDBT
236
North Dallas Bank & Trust
Texas
$3.58M -$123K -1,150 -3%
STFP
237
Signal Tree Financial Partners
Ohio
$3.56M -$111K -1,035 -3%
FPI
238
Financial Plan Inc
Washington
$3.52M +$40.1K +375 +1%
AWE
239
Avidian Wealth Enterprises
Texas
$3.51M +$14.1K +132 +0.4%
EFN
240
Equita Financial Network
Pennsylvania
$3.46M +$179K +1,677 +5%
HSG
241
Helen Stephens Group
Texas
$3.44M +$1.22M +11,436 +55%
SPC
242
Sigma Planning Corp
Michigan
$3.42M +$19.9K +186 +0.6%
NSIM
243
North Star Investment Management
Illinois
$3.42M +$798K +7,458 +30%
CPA
244
Cardiff Park Advisors
California
$3.4M +$377K +3,526 +12%
IWMA
245
Ironwood Wealth Management (Arizona)
Arizona
$3.37M +$507K +4,733 +18%
CA
246
Clune & Associates
Illinois
$3.35M -$1.06M -9,873 -24%
AFP
247
Ausdal Financial Partners
Iowa
$3.2M +$2.66M +24,856 +479%
RL
248
Rogco LP
Oklahoma
$3.19M +$379K +3,542 +13%
SQA
249
Simon Quick Advisors
New Jersey
$3.19M +$1.18M +11,034 +58%
FWM
250
Fonville Wealth Management
Virginia
$3.18M – – –
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10
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